Plan Ledger DOL Form 5500 · updated monthly

Community Health Center of Cape Cod 403(B) Plan403(b)

COMMUNITY HEALTH CENTER OF CAPE COD 403(B) PLAN · MASHPEE, MA · plan year 2024

Reported admin expense ratio · 2024
0.62%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Community Health Center of Cape Cod 403(B) Plan reported $112,902 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,907 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.66% to 0.62%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,335th-largest of 2,726 plans among Massachusetts employers on file, and the 3,766th of 11,911 in health care & social assistance. In 2024, employees put in $2.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,455,269
Participants with balances355
Active participants229
Employer contributions$436,661
Employee contributions$1,147,652
Employer contribution per active participant$1,907
Average account balance$54,804
Benefits paid to participants$1,254,581
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.5M · 355 accts · $437K emplr
2023$17.1M · 313 accts · $387K emplr
2022$15.0M · 267 accts · $376K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$112,902
Total administrative$112,902
Employer contributions to the Community Health Center of Cape Cod 403(B) Plan plan · 2024
Employer contribution per active participant$1,907
Median for plans this size$2,416
2024$1,907 per active participant
2023$1,648 per active participant
2022$1,614 per active participant

Community Health Center of Cape Cod 403(B) Plan's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
EDELMAN FINANCIAL ENGINES, LLC · Contract administrator · Recordkeeping$108,899

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024EDELMAN FINANCIAL ENGINES, LLC
2023NEW ENGLAND PENSION PLAN SYSTEMS

This plan has changed recordkeepers within these filings. If you left Community Health Center of Cape Cod 403(B) Plan before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$112,902 · 0.62%
2023$75,749 · 0.47%
2022$86,684 · 0.66%
Similar plansHealth Care & Social Assistance · Massachusetts
Epoch Senior Living, LLC MA$19.2M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043370560 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.